LCWP
WBA

Legacy Capital Wealth Partners’s Walgreens Boots Alliance WBA Stock Holding History

Legacy Capital Wealth Partners’s Portfolio WBA Stock Details WBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,484
Closed -$264K – 369
2024
Q1 		$264K Buy
+7,484
New +$166K 0.19% 95

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Invesco
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Geode Capital Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCM
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Legacy Capital Wealth Partners's WBA Position: Q2 2024 in Review

Legacy Capital Wealth Partners sold out of Walgreens Boots Alliance (WBA) in Q2 2024, closing a stake of 7,484 shares — an estimated $264K sold.

Legacy Capital Wealth Partners first reported a position in WBA in Q1 2024 and held it in 1 quarter. The position peaked at $264K in Q1 2024. 932 funds tracked by Wall St. Rank hold WBA as of Q2 2024.

  • Legacy Capital Wealth Partners reported no remaining Walgreens Boots Alliance position as of Q2 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 7,484 Walgreens Boots Alliance shares in Q2 2024, an estimated $264K.
  • Legacy Capital Wealth Partners first reported a position in Walgreens Boots Alliance in Q1 2024 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's Walgreens Boots Alliance position peaked at $264K in Q1 2024.
  • 932 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2024, filed 2 Aug 2024.